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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to
individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
REGISTERED PARAPLANNER and RP are service marks of the College for Financial Planning®.

Whelan Financial is a Registered Investment Advisor. This website is only intended for clients and interested
investors residing in states in which Whelan Financial is qualified to provide investment advisory services. Please
contact Whelan Financial at 559-228-8002 to find out if the advisor is qualified to provide investment advisory services in the state where you reside.
Whelan Financial does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.